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The Globally Unique Opportunity For B2B SaaS Incubations in Japan
An acute tech talent shortage, still very low SaaS adoption, a maturing tech M&A market & few alternatives to "go-go" VC capital currently define the…
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Japan Business Insights
Building Japan's First Next-Generation Global Defense Prime
Shifting powers on the global stage - impacting a >$1T global market - requires the timely creation of a new-age defense Prime in a country now…
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Japan Business Insights
2
BASE: Japan's "All-In-One" Shopify, Etsy & Stripe
With Q220 aggregate GMV & sales increasing by 133% & 177%, respectively, & its valuation up ~9x since March 2020, this "gem" has been…
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Japan Business Insights
2
Japanese Software Industry: Current Perspectives & Observations
Including a brief overview of an increasingly Enterprise focused micro-cap software company with a catalyst-driven, highly asymmetric upside through…
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Japan Business Insights
3
Demae-Can: The LINE "SuperApp" Backed Meituan, Doordash, & Just Eat Takeaway of Japan
Fully backed by "SuperApp" LINE, Demae-can is now set to "own" the domestic food delivery market & ultimately all local commerce logistics, aiming to…
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Japan Business Insights
2
NGTG: Building The Danaher of Japan
Privately held NGTG is executing a buy-and-hold serial acquisition strategy focused on small to medium-sized manufacturing businesses. With a proven…
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Japan Business Insights
1
Today's Software PE Opportunity in Japan: PIPEs > Growth Equity > LBOs...Tee'ing Up A One-Day "Roper of Japan"
An engaged "private equity in public markets" approach offers up the most sizable, scalable & actionable private equity opportunity today in Japan's…
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Japan Business Insights
tsukuruba: Building The Redfin - And Soon-To-Be Opendoor - of Japan
Overlooked & misunderstood by investors, tsukuruba is in the early stages of fully digitizing & redefining the end-to-end buying experience within the…
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Japan Business Insights
2
Broadleaf: The Vertical SaaS Enabled E-Commerce Marketplace for the Japanese Auto Aftermarket
Its legacy software already the de-facto industry standard, Broadleaf is transforming itself into a data-driven, SaaS-based cloud platform to power its…
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Japan Business Insights
4
Interview #1: Japan Search Fund Accelerator
Japan's first & only search fund investment group is introducing a nuanced version of the entrepreneurial private equity concept into an SMB market in…
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Japan Business Insights
Chatwork: Japan's SMB Focused Slack - Overview & Q220 Earnings Summary
Having launched its core Slack-like business messaging service in 2011, Chatwork has grown into a $575M publicly listed SaaS company in Japan
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Japan Business Insights
“Private Equity” Investing With Venture-Like Returns…In Japan
There exists a highly compelling opportunity in Japan today for forward-thinking investors to back a small group of savvy global entrepreneurs focused…
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Japan Business Insights
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